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How to Create Sellers

Sellers are direct staff selling your products in the field.

Updated over 2 weeks ago

πŸ” Required Role Permissions: Sellers

Create Seller

  1. Go to Ticket Terminals > Sellers in the navigation bar.

    Sellers

  2. Press the + New Seller button.

    New Seller

  3. Enter seller 'Name'.
    ​

    Name

    Name, Active, Test & Pin


    πŸ“’ NOTE

    You will notice that an autogenerated PIN number is displayed by the seller name. You may change this to a number not yet used by another seller.


  4. Select the seller's destination.

    Destination


    πŸ“’ NOTE

    The 'Destination' field will auto-populate with the destination selected at the terminal creation. You can change the seller's destination any time.


  5. Select the 'Seller' position.

    Seller, Guide & Driver


    πŸ“’ NOTE

    If the seller has a different position or performs multiple jobs, select all that apply. A 'Guide' can see manifests to which they are assigned,


  6. Enter the seller's 'Mobile' number (optional).

  7. Enter the seller's 'Email' address (optional).

  8. Check the 'Notification email cc' if the seller should receive booking notifications.

    Mobile and Email Contact

    Seller Contact Details

  9. Select tags or start typing and press Enter to create new ones.

    Tags

  10. If your operation requires 2-factor authentication, select the type of authentication.

    Two-Factor Authentication


    πŸ“’ NOTE

    Depending on the authentication type, a phone number (SMS, Call) or email address (email) must be provided in the form.


  11. Uncheck the 'Whitelist All' box and list the location(s) where the seller operates.

    Blacklist / Whitelist Locations


    πŸ“’ NOTE

    Make sure that the required products are also listed in the 'Manifest Products' field in the Location settings.


  12. Enter a billing account code if you have one.

    Billing Account Code

  13. Press the Create Seller button.

    Create Seller

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